Sage Models

• Sage

Tip

Quotes are imported from Sage using the sage.service.import_quotes function.

Mapping

KB model	Sage
sales_order.models.SalesOrder	Quote
crm.models.Ticket	Quote line
crm.models.TicketType	Product, Service and Stock

sage.models	Description
SageAuthState	Status of connection to Sage (tokens etc)
SageContact	Map the Sage contact ID to a contact.models.Contact
SageSalesOrder	Map the Sage quote ID to a sales_order.models.SalesOrder
SageSettings	Default values where information missing on Sage
SageTicket	Map a line on a Sage quote to a crm.models.Ticket
SageTicketType	Map Sage products, services and stock to crm.models.TicketType

crm.models	Description
SalesOrderTypeDefaultTicket	Auto-create these tickets when we get a new sales order

sales_order.models	Description
SalesOrderType	Type of sales order.

Logic

Tickets get created in three ways:

1. From the quote_lines on the Sage import.

2. From the SalesOrderTypeDefaultTicket when the quote is ACCEPTED.

3. By a scheduled task when a quote is not accepted within 10 days.

A ticket must have a priority and I want it to have a ticket_type.